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COACH

Capture, Track, and Report on Your Client Financial Outcomes

CAPTURE

Discover a new era of efficiency with COACH

Benefits

  • Improve the efficiency of how you track your client financial goals, action plans, and outcomes.

  • Ensure timely and accurate collection, processing and evaluation of data, leading to effective data-driven decision making.

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Change Machine Coach screenshot showing Assets/Debts screens and outcomes.

TRACK

Track your client’s financial aspirations

Benefits

  • Built by practitioners, for practitioners. COACH is designed for you  in mind, providing a tailored solution to align to your mission and values.

  • Set and track savings goals, income, expenses, credit score, and tax information with ease.

REPORT

Showcase Success, Increase Trust

Benefits

  • Demonstrate the impact of your work with ready-to-use dashboards and reports to save time and effort.
  • Access key surveys including the Financial Well-Being Scale as well as the Consumer Financial Protection Bureau’s (CFPB) Financial Capability Scale.

Unify Your Data and Boost Client Outcomes at Scale with COACH. Take Action Today.

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About Change Machine

Empowering organizations to deliver lasting financial security to all.

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